EFCIX Mutual Fund
EFCIX Mutual Fund
Emerald Insights Fund Institutional Class

EFCIX Mutual Fund Overview
EFCIX Mutual Fund (Emerald Insights Fund Institutional Class) is managed by Emerald Mutual Funds with $17.2M in net assets. EFCIX expense ratio is 1.05%, holding 66 positions across sectors including Information Technology, Unknown, Communication Services. Inception date: 2014-08-01.
EFCIX performance shows data across multiple time periods. The 1-year return is 17.62% and the 5-year return is 13.35%. EFCIX dividend yield stands at 8.13%, paid annually.
EFCIX top holdings include Nvidia Corp. (12.5%), Microsoft Corp (9.0%), Amazon.Com Inc (5.5%), Apple, Inc (4.8%), Meta Platforms, Inc. (4.7%). View all EFCIX holdings, sector breakdown, or dividend history.
EFCIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. EFCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.